WELCH & FORBES LLC
CRD #115119 SEC #801-60532 BOSTON, MA 617-523-1635
SEC Registered Private Funds
Total AUM
$9.2B
Discretionary
$8.9B
Employees
56
Clients
101
Accounts
3,620
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRENNAN, MARY, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BRENNAN, MARY, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BRENNAN, MARY, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| BROWN, PETER, P. | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| DABNEY, THOMAS, NICOLSON | I | EXECUTIVE VICE PRESIDENT & CLERK | NA | Control |
| DABNEY, THOMAS, NICOLSON | I | EXECUTIVE VICE PRESIDENT & CLERK | NA | Control |
| DABNEY, THOMAS, NICOLSON | I | EXECUTIVE VICE PRESIDENT & CLERK | NA | Control |
| EMMONS, JOHN, HUGHES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| EMMONS, JOHN, HUGHES | I | PRESIDENT | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| HODGES, ARTHUR, CARLISLE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| HODGES, ARTHUR, CARLISLE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| HODGES, ARTHUR, CARLISLE | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| JUNDI, TODD, R | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OBER, THEODORE, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OLNEY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OLNEY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| OLNEY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| RUSSELL, JAMES, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JAMES, EDWARD | I | SENIOR VICE PRESIDENT & SECRETARY | NA | Control |
| RUSSELL, JAMES, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSELL, JAMES, EDWARD | I | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| RUSSELL, JAMES, EDWARD | I | SENIOR VICE PRESIDENT & SECRETARY | NA | Control |
| RUSSELL, JAMES, EDWARD | I | SENIOR VICE PRESIDENT & SECRETARY | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | SENIOR VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | SENIOR VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SILBERMANN, ADRIENNE, G. | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT AND COMPLIANCE OFFICER | NA | |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SPALDING, OLIVER, AMES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WALTER, KURT, HENRY | I | EXECUTIVE VICE PRESIDENT & TREASURER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MEMBER | NA | |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | SENIOR VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | SENIOR VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| YOUNG, RICHARD, FRANCIS | I | PRESIDENT | NA | Control |
| YOUNG, RICHARD, FRANCIS | I | PRESIDENT | NA | Control |
| YOUNG, RICHARD, FRANCIS | I | PRESIDENT | NA | Control |
| YOUNG, RICHARD, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| YOUNG, RICHARD, FRANCIS | I | PRESIDENT | NA | Control |
| YOUNG, RICHARD, FRANCIS | I | PRESIDENT | NA | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | E | Control |
| WELCH & FORBES | DE | MEMBER | E | Control |
| AFFILATED MANAGERS GROUP, INC. | DE | MEMBER | D | Control |
| AFFILATED MANAGERS GROUP, INC. | DE | MEMBER | D | Control |
| AFFILATED MANAGERS GROUP, INC. | DE | MEMBER | D | Control |
| AMG WF HOLDINGS LLC | DE | MEMBER | D | Control |
| AMG WF HOLDINGS LLC | DE | MEMBER | D | Control |
| AMG WF HOLDINGS LLC | DE | MEMBER | D | Control |
| AMG WF HOLDINGS LLC | DE | MEMBER | D | Control |
| AMG WF HOLDINGS LLC | DE | MEMBER | D | Control |
| AMG WF HOLDINGS LLC | DE | MANAGING MEMBER | D | |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | D | |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | D | |
| AMG WF HOLDINGS LLC | DE | MANAGER MEMBER | D | |
| WELCH & FORBES INC | DE | MANAGING MEMBER | D | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | D | Control |
| WELCH & FORBES INC | DE | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP | DE | AMG WEALTH PARTNERS, LP | F | Control |
| BRENNAN, MARY, LYNN | I | WELCH & FORBES | F | Control |
| BROWN, DENISE, S | I | WELCH & FORBES | F | Control |
| BROWN, PETER, P. | I | WELCH & FORBES | F | Control |
| COHEN, ADRIENNE, G. | I | WELCH & FORBES | F | Control |
| CRAVEN, JOHN, DOMENIC | I | WELCH & FORBES | F | Control |
| DABNEY, THOMAS, NICOLSON | I | WELCH & FORBES | F | Control |
| EFTHIM, VASIL, WILLIAM | I | WELCH & FORBES | F | Control |
| EMMONS, JOHN, HUGHES | I | WELCH & FORBES | F | Control |
| HAYDOCK, CHARLES, THORNDIKE | I | WELCH & FORBES | F | Control |
| HODGES, ARTHUR, CARLISLE | I | WELCH & FORBES | F | Control |
| LARSEN, NANCY, E. | I | WELCH & FORBES | F | Control |
| LEACH, JOANNE, M. | I | WELCH & FORBES | F | Control |
| MORRELL, RONALD, E. | I | WELCH & FORBES | F | Control |
| MURPHY, KATHLEEN, B. | I | WELCH & FORBES | F | Control |
| OLNEY, RICHARD | I | WELCH & FORBES | F | Control |
| POTTER, STEVEN, TAYLOR | I | WELCH & FORBES | F | Control |
| RUSSELL, JAMES, EDWARD | I | WELCH & FORBES | F | Control |
| SAFE, KENNETH, SHAW | I | WELCH & FORBES | F | Control |
| SPALDING, OLIVER, AMES | I | WELCH & FORBES | F | Control |
| WALTER, KURT, HENRY | I | WELCH & FORBES | F | Control |
| WILLIAMS, BENJAMIN, JACKSON | I | WELCH & FORBES | F | Control |
| YOUNG, FRANCIS, RICHARD | I | WELCH & FORBES | F | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | WELCH & FORBES INC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | AMG WF HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | WELCH & FORBES INC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | AMG WF HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | WELCH & FORBES INC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | WELCH & FORBES INC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | AMG WF HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | WELCH & FORBES INC | E | Control |
| AFFILIATED MANAGERS GROUP INC. | DE | AMG WF HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | OWNER OF WELCH & FORBES, INC. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | WELCH & FORBES LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WF HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | WELCH & FORBES LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WF HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | 100% OWNER OF WELCH & FORBES, INC. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | OWNER OF WELCH & FORBES, INC. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | OWNER OF WELCH & FORBES, INC. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | 100% OWNER OF WELCH & FORBES, INC. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | 100% OWNER OF WELCH & FORBES, INC. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | AMG WF HOLDINGS, LLC | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (24)
AZ CA CO CT DC FL GA IL MA MD ME MT NC NH NJ NY OR PA RI SC TX VA VT WA
Address
45 SCHOOL STREETBOSTON, MA 02108
United States
Phone: 617-523-1635